Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $4.25 Trillion
  • Q4 2024

Neos Investment Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.25 Trillion distributed in 658 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $301B, Nvidia Corp with a value of $264B, Microsoft Corp with a value of $250B, Amazon Com Inc with a value of $170B, and Vanguard Russell 2000 ETF with a value of $142B.

Examining the 13F form we can see an increase of $935B in the current position value, from $3.31T to 4.25T.

Neos Investment Management LLC is based out at Westport, CT

Below you can find more details about Neos Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.25 Trillion
Technology: $1.39 Trillion
Consumer Cyclical: $444 Billion
Healthcare: $417 Billion
Communication Services: $410 Billion
Financial Services: $358 Billion
Industrials: $355 Billion
ETFs: $302 Billion
Consumer Defensive: $204 Billion
Other: $274 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$125B
$14.5 Billion 0.34% of portfolio
49,542
Q4 2024 Added 23.16%
$51.7B
$14 Billion 0.33% of portfolio
76,692
Q4 2024 Added 147.23%
$104B
$14.1 Billion 0.33% of portfolio
66,332
Q4 2024 Added 25.62%
$174B
$14 Billion 0.33% of portfolio
38,473
Q4 2024 Added 11.72%
$380B
$14.2 Billion 0.33% of portfolio
85,090
Q4 2024 Added 14.49%
$325B
$13.6 Billion 0.32% of portfolio
93,851
Q4 2024 Added 31.34%
$112B
$13.5 Billion 0.32% of portfolio
148,056
Q4 2024 Added 25.08%
$184B
$13.5 Billion 0.32% of portfolio
2,721
Q4 2024 Added 36.53%
$304B
$13.1 Billion 0.31% of portfolio
210,504
Q4 2024 Added 15.05%
$268B
$12.8 Billion 0.3% of portfolio
182,126
Q4 2024 Added 6.16%
$68.3B
$12.6 Billion 0.3% of portfolio
17,650
Q4 2024 Added 30.64%
$192B
$12.9 Billion 0.3% of portfolio
36,707
Q4 2024 Added 31.1%
$226B
$12.2 Billion 0.29% of portfolio
42,020
Q4 2024 Added 31.03%
$196B
$12.4 Billion 0.29% of portfolio
23,893
Q4 2024 Added 41.45%
$75.3B
$11.9 Billion 0.28% of portfolio
139,466
Q4 2024 Added 24.16%
$229B
$11.8 Billion 0.28% of portfolio
104,006
Q4 2024 Added 31.46%
$161B
$11.5 Billion 0.27% of portfolio
10,841
Q4 2024 Added 29.75%
$93.2B
$11.2 Billion 0.26% of portfolio
557,546
Q4 2024 Added 25.65%
$241B
$11.3 Billion 0.26% of portfolio
93,484
Q4 2024 Added 31.51%
$43.6B
$11.2 Billion 0.26% of portfolio
155,958
Q4 2024 Added 52.4%
$29.9B
$10.7 Billion 0.25% of portfolio
37,499
Q4 2024 Added 104.01%
Lam Research Corp
-
$10.8 Billion 0.25% of portfolio
-
Q4 2024 New
$218B
$10.8 Billion 0.25% of portfolio
64,511
Q4 2024 Added 17.66%
$179B
$10.7 Billion 0.25% of portfolio
95,792
Q4 2024 Added 11.59%
$219B
$10.6 Billion 0.25% of portfolio
48,088
Q4 2024 Added 12.06%
$92.8B
$10.6 Billion 0.25% of portfolio
176,738
Q4 2024 Added 24.92%
$70.4B
$10.3 Billion 0.24% of portfolio
34,239
Q4 2024 Added 24.12%
Vaneck Bitcoin ETF
-
$10 Billion 0.24% of portfolio
-
Q4 2024 New
$189B
$10.4 Billion 0.24% of portfolio
259,951
Q4 2024 Added 31.46%
$201B
$10.1 Billion 0.24% of portfolio
442,279
Q4 2024 Added 31.89%
$150B
$10.1 Billion 0.24% of portfolio
43,990
Q4 2024 Added 6.74%
$143B
$10 Billion 0.24% of portfolio
43,880
Q4 2024 Added 10.92%
$142B
$9.71 Billion 0.23% of portfolio
108,757
Q4 2024 Added 16.4%
$195B
$9.73 Billion 0.23% of portfolio
77,391
Q4 2024 Added 31.56%
$95.5B
$9.81 Billion 0.23% of portfolio
15,563
Q4 2024 Added 21.27%
$77.3B
$9.16 Billion 0.22% of portfolio
14,403
Q4 2024 Added 24.63%
$185B
$9.35 Billion 0.22% of portfolio
16,323
Q4 2024 Added 29.97%
$138B
$9.34 Billion 0.22% of portfolio
130,237
Q4 2024 Added 37.74%
$198B
$9.48 Billion 0.22% of portfolio
31,954
Q4 2024 Added 30.46%
$141B
$9.29 Billion 0.22% of portfolio
350,036
Q4 2024 Added 31.84%
$20.6B
$8.75 Billion 0.21% of portfolio
47,902
Q4 2024 Added 32.79%
$76.9B
$8.86 Billion 0.21% of portfolio
31,781
Q4 2024 Added 20.57%
$76.7B
$9.01 Billion 0.21% of portfolio
26,343
Q4 2024 Added 21.87%
$164B
$9.07 Billion 0.21% of portfolio
18,204
Q4 2024 Added 33.51%
$64.2B
$8.55 Billion 0.2% of portfolio
68,996
Q4 2024 Added 30.63%
$142B
$8.3 Billion 0.2% of portfolio
33,626
Q4 2024 Added 32.17%
$76.2B
$8.48 Billion 0.2% of portfolio
89,741
Q4 2024 Added 24.36%
$163B
$8.62 Billion 0.2% of portfolio
35,983
Q4 2024 Added 31.45%
$136B
$8.33 Billion 0.2% of portfolio
118,392
Q4 2024 Added 31.74%

Summary

  • Portfolio
  • No. of Stocks 658
  • Current Value $4.25 Trillion
  • Prior Value $3.31 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 486 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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